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Articles tagged "Forrester Research"


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Joel Bruckenstein (w/Brian McLaughlin): This can become a de facto industry standard by providing something that does not exist today: true end-to-end protection, as well as a baseline of due diligence.

The T3 Enterprise Conference showed the dark side of the RIA software business in Vegas

RIAs may be reaching a point of diminishing returns in buying software unless RIA custodians can join them in the reinvention process -- with the tenuous fate of cleverDome hanging in the balance

November 7, 2017 at 1:00 AM

Brandon Krieg and Ed Robinson were a couple of trader dudes who noticed even colleagues in their business didn't invest.

As the 'finance Snapchat,' Stash rakes in another $40 million of VC funding as it onboards at rate of 1,000 new 'HENRY' investors every business day

Less than two years old, the New York-based startup raised $25 million in December and is part of a 'Robo II' movement that continues to crush 'Robo I' in terms of truly connecting with the masses

July 17, 2017 at 7:31 PM

Andy Rachleff: You know what? It’s going to keep getting better. Because software is better than people

Andy Rachleff blasts flesh-and-blood advisors -- even planners -- as Wealthfront returns to offense in robo game after losing ground under former QB Adam Nash

The Redwood City robo's founder and CEO sneers at the traditional retirement planning process even as Wealthfront concedes it's still chasing the essential snark of automated advice: artificial intelligence

February 24, 2017 at 5:33 PM

Jon Stein: We realized we needed to productize this to overcome the notion that robo means: no humans. No matter what the situation, we can help you.

Jon Stein unleashes elite RIA referral unit as crown jewel of grand Betterment plan to sell virtual fiduciary advice

Robo's CEO names Vanguard, Fidelity and Schwab as market-share targets of his advice offensive across the full spectrum of affluence

January 31, 2017 at 10:11 PM

Mike Alfred (with brother Ryan, l.): It's pretty magical to get to build something from scratch and to experience the whole journey with family by your side.

Buyer scoops up BrightScope using Genstar capital

The once-brash Alfred brothers sought out Strategic Insight as the DOL rule comes thundering toward their 401(k) herd

November 1, 2016 at 2:11 PM

Schwab Intelligent Portfolios is now evocatively named 'Blue'

Schwab sings 'Blue' as it rolls out its robo -- and phono -- functions ahead of deadline, with minimums

Schwab Intelligent Portfolios now has breakpoints of $5,000 and $50,000 of assets -- and comes with human broker help

March 9, 2015 at 10:07 PM

Jon Stein: We've been working on it for the last six months. We wanted to wait until tax loss harvesting and trust account support was in place.

Fidelity and Betterment sign a deal with Steve Lockshin and Marty Bicknell as groomsmen at the altar

The RIA principals are distributing the online asset manager service to fellow RIAs, and Fidelity is quelling an uproar of demand from RIA clients for robo answers for the mass affluent

October 15, 2014 at 1:00 PM

Hardeep Walia: Our vision for our advisor platform is an open architecture DFA.

The two big moves Motif is making as Goldman Sachs and J.P. Morgan invest part of new $35-million raise

The San Mateo start-up online broker will take its act overseas and build out a smart beta effort with Dimensional Fund Advisors' hundreds of billion of AUM in mind

May 13, 2014 at 7:00 PM

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